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Global Community
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Community Investing Ideas
Global Weekly Picks
Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
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US$120.72
FV
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
73
users have followed this narrative
New
narrative
ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
96
users have followed this narrative
Updated
narrative
Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
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US$105.80
FV
20.6% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
2
users have commented on this narrative
15
users have followed this narrative
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Zhejiang Zheneng Electric Power
VA
Valar_Morghulis
Community Contributor
Zhejiang Zheneng's Future: Expecting Revenue Growth of 12.01% in 5 Years
50%分红使0.29元持续,则6元对应的5%分红率仍然高于4.66%的1.66%(十债)+3%风险资产溢价。年内修复是大概率事件。 Catalysts 核电的投资收益会成为更坚固的底层收益,区别于其他火电。
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CN¥6.00
FV
12.3% undervalued
intrinsic discount
12.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
24 days ago
author updated this narrative
GigaCloud Technology
WA
WaneInvestmentHouse
Community Contributor
Q1 Result - GigaCloud’s Strategic Expansion Continues Amid Margin Compression and Macro Headwinds
GigaCloud targets $275M–$305M Q2 revenue while expanding in Europe and refreshing Noble House SKUs GigaCloud Technology Inc. (NASDAQ: GCT) reported its Q1 2025 results with a mixed set of financials, underscoring both the resilience of its global B2B marketplace model and the challenges posed by tightening margins and macroeconomic pressures.
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US$15.00
FV
92.7% overvalued
intrinsic discount
-12.47%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
7
users have commented on this narrative
17
users have followed this narrative
about 1 month ago
author updated this narrative
Lindsay Australia
JK
jkfamily
Community Contributor
Insider Buying @ 0.70
Insider Buying @ 0.70
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AU$0.70
FV
9.3% overvalued
intrinsic discount
5.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
20 days ago
author updated this narrative
Chellarams
WA
WaneInvestmentHouse
Community Contributor
Chellarams Plc Q1 2025 Delivers 150%+ Return in Under 4 Months — A Rare Financial Breakthrough
Chellarams Plc has delivered an equity market performance that borders on the exceptional—transforming a N100,000 investment into N354,320 in just under 120 days. That’s a return of over 150% , eclipsing the typical 10–20% annual yields of traditional blue-chip stocks by more than 2.5x in a fraction of the time.
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₦10.47
FV
0.3% overvalued
intrinsic discount
-6.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 1 month ago
author updated this narrative
Rheinmetall
EU
EUinvestor
Community Contributor
From 8 052 € to 300 € ?
450% in 5 years On April 17, 2025, Armin Papperger, Rheinmetall's CEO, said he expects orders to grow 450% by 2030. Source: https://finance.yahoo.com/news/rheinmetall-ceo-expects-order-book-113644072.html Price 8,052 EUR The share price at the time of this information on 17/04/2025 was 1,464 EUR Price estimate for 2030: 1,464 + 450% = 8,052 EUR NATO spending in Europe 17/04/2025 The results of the NATO Summit held 24-26 June 2025 in The Hague, where it was agreed to increase defence spending to 3.5% of GDP and transport and IT infrastructure spending at 1.5% each year until 2035, were not yet known.
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€8.05k
FV
79.9% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
11
users have followed this narrative
about 1 month ago
author updated this narrative
Metals One
JA
jas5
Community Contributor
Metal one any comments abaoauat this stock?
just found urnanium in usa and coblat, nickel in finland - any comments folks??? trading at £0.15 per share Valuation Where do you think the business will be in 3, 5 or 10 years time?
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UK£0
FV
n/a
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
26 days ago
author updated this narrative
GE Vernova
LE
lexdrew1
Community Contributor
GE Vernova revenue will grow by 13% with a future PE of 64.7x
Revenue Growth : GE Vernova is expected to grow its revenue by 13% , contributing to a total revenue of US$77 billion. Earnings Forecast : Estimated earnings for 2030 are US$4.2 billion , translating into a market capitalization of US$270.06 billion , based on a 64.68x price-to-earnings ratio.
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US$714.65
FV
9.2% undervalued
intrinsic discount
16.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
11 days ago
author updated this narrative
Phillips 66
MS
mschoen25
Community Contributor
room for higher margins
Phillips 66 (PSX) is often considered undervalued for several reasons. Investment analysis typically looks at various factors to determine if a company's stock might be undervalued and whether it has the potential to achieve higher profit margins.
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US$268.71
FV
55.7% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
about 1 month ago
author updated this narrative
Vulcan Energy Resources
JI
Jimbo
Community Contributor
Geopolitics provides support
The need for energy resilience in the face of China's electrification of its economy bode well for clear energy providers.
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AU$8.84
FV
58.0% undervalued
intrinsic discount
90.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
26 days ago
author updated this narrative
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